Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AVANTAX ADVISORY SERVICES INC 02-07-2024 12-31-2023 1570 10,074,549,546
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES SILVER TR ISHARES 601 $1,639,163 75,260 0.00 0.00 -61,988 -45.16 12-31-2023
ARCHER DANIELS MIDLAND CO COM 602 $1,639,019 22,695 0.00 0.00 -11,094 -32.83 12-31-2023
BANK NEW YORK MELLON CORP COM 603 $1,638,814 31,485 0.00 0.00 1,577 5.27 12-31-2023
SPDR SER TR BLOOMBERG 3-12 M 604 $1,633,340 16,478 0.00 16,478 +Inf 12-31-2023
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